First Global India Super 50 Portfolio – (IS50)


Key Portfolio Attributes

Mrs. Devina Mehra

Inception Date: 19 Feb 2020

Number of Stocks: Max 50

Portfolio Manager’s Name: Ms. Devina Mehra, Mr. Achin Agarwal, Mr. Alok Kumar, Ms. Kavita Thomas & Team

Portfolio Manager’s Qualification: Ms. Devina Mehra- MBA from IIM Ahmedabad (Gold Medalist). Mr. Achin Agarwal has an MBA from IIM Bangalore & B.Tech. in Computer Science from IIT Kharagpur. Ms. Kavita Thomas has a B.Pharm. degree plus an MBA from Mumbai University Mr. Alok Kumar has an MBA in Finance from Pune University & CTM from ICFAI, Hyderabad.

Portfolio Manager’s Experience: Ms. Devina Mehra has an experience of more than 30 years. Mr. Achin Agarwal has an experience of more than 10 years Ms. Kavita Thomas has an experience of more than 20 years Mr. Alok Kumar has experience of more than 20 years.

Fund Manager: Ms. Devina Mehra, Mr. Achin Agarwal, Ms. Kavita Thomas , Mr. Alok Kumar

Investment Objective

To achieve steady, low volatility returns by investing across sectors. A curated list of the best stocks (usually around 50) in the Indian market at any given point in time, based on First Global’s proprietary Investment Criteria.

Investment Strategy

A unique approach to investing, wherein Deep Data Science, Artificial Intelligence & Machine Learning are harnessed to unearth trends, patterns, in financial data (structured and unstructured), and then, our Human Intelligence applies its combined decades of experience to narrow down on a final list of stocks and asset classes, to invest in.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
First Global The India Super 50-3.29%0.50%12.94%38.05%15.69%20.71%25.82%
NSE 5001.57%2.92%14.09%30.08%14.39%16.31%17.45%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
NIPPON INDIA ETF BANK BEES 5.88
Tata Consultancy Services Ltd 3.75
Infosys Ltd 3.23
ITC Ltd 3.07
Bajaj Auto Ltd 2.52

Sector Allocation


Holding %
Industrials 20.00
Financials 14.00
Consumer Discretionary 14.00
Consumer Staples 11.00
Information Technology 11.00

Market Cap Allocation


Allocations %
Large Cap 53.10
Mid Cap 26.90
Small Cap 3.70
Cash 16.40

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of First Global PMS

What to expect from First Global India Super 50 Portfolio (IS-50) PMS?

A pure Multi-cap equity portfolio that consists of a curated list of the best stocks (usually around 40- 50) in the Indian market at any given point in time, based on First Global’s unique Investment Criteria. The portfolio uses FG ExoTech, our proprietary Human + Machine driven quantitative investment model that analyses and selects from a universe of 700 exchange traded Indian stocks that meet minimum market cap and liquidity criteria. Using AI, these criteria are refined, polished, modified, coded to keep in step with changing market themes and conditions. Marrying advanced financial concepts to real world data analysis, First Global’s Risk and Return Optimisation (RARO) Model delivers virtually “free” excess returns or alpha. This combinatorial Human+ Machine approach makes us Neutral. Unbiased. Unemotional. Flexible. Relevant.

Who should invest in First Global India Super 50 Portfolio (IS-50) PMS?

Investors looking for a product that will help grow their hard-earned wealth with minimal risk and that is exactly what we offer. Our FG IS-50 PMS scheme has a volatility which is the lowest when compared with the market and other PMS providers in the market.

Which is the best company through which an investor can invest in First Global India Super 50 Portfolio – (IS50)?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.

Disclaimer

#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Dec 23.


Do Not Simply Invest, Make Informed Decisions

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